Project Management Office Toolkit

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Confirm your organization meets with necessary senior leadership team members on recurring basis to review project requests, resource needs, and financials to ensure project efforts and team focus continues to align with business strategy and goals across all lines of business and teams in your organization.

More Uses of the Project Management Office Toolkit:

  • Ensure you lead, support, and organize cross functional activities and resources in support for the on boarding of new business, new service offerings, and new products for your organization.

  • Drive innovation, use of contemporary analytics and other qualitative problem solving strategies to analyze opportunities, develop solutions, implement changes, and track results.

  • Run your organizations stage gate process by planning PMO meeting agendas, running PMO meetings, writing and issuing PMO meeting notes, and conducting scorecard tracking to ensure continuous improvement.

  • Provide overall direction, coordination, implementation, execution, control, and completion of specific project milestones, ensuring consistency with organization strategy, commitments, and goals.

  • Apply different approaches to manage portfolio prioritization conflicts, be able to influence others and be objective to resolve the conflict to enable delivery of the portfolio.

  • Orchestrate: schedule, manage and document and be an active participant in the phase review to ensure the appropriate use of the process and the timely development and commercialization of new products that are aligned with the divisions strategy and provides optimal portfolio value.

  • Lead: for all assigned projects, maintain gross profit percentage targets for each project milestone by careful monitoring and control of the tasks, hours, durations, and resources allotted in the project schedule.

  • Ensure your organization reports all unsafe work conditions to supervisor and/or Safety and Loss Control Manager and work in conjunction with supervisor, Safety and Loss Control Manager, and staff to correct unsafe work conditions.

  • Ensure your organization as defined by system senior leadership, drives organization wide efforts to design solution that build integration, performance improvement, savings initiatives, and opportunities.

  • Confirm your organization ensures integration of cost and schedule systems, data, and reporting with your organizations accounting and management information systems to facilitate meeting organization performance and financial goals.

  • Confirm you lead the identification and implementation of project management and business analysis processes, methods, tools, guidelines and standards in order to support all project teams and stakeholders to ensure high probability of successful project delivery.

  • Pilot: work closely with information services project management teams to ensure the highest level of collaboration and initiatives move in partnership with is resources and support.

  • Ensure your organization meets frequently with the teams, helps staff grow in positions, develops skills and future potential (succession plans), and maintain a high level of knowledge regarding Project Management.

  • Determine the tasks associated with each project, assign internal and/or external resources to complete the necessary tasks, and work with Finance to provide estimates of project costs.

  • Lead: partner with cross functional teams, execute plans to achieve objectives while assessing and mitigating risks and issues to ensure successful delivery of programs/projects.


Save time, empower your teams and effectively upgrade your processes with access to this practical Project Management Office Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Project Management Office related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Project Management Office specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Project Management Office Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 990 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Project Management Office improvements can be made.

Examples; 10 of the 990 standard requirements:

  1. Are the it implementation measures for fulfilling the synergy goals clearly outlined and prioritized, responsibilities allocated, milestones date-planned and implementation budgets allocated?

  2. What projects and initiatives is the administration planning for your organization today without the proper department and project management input and long-term planning?

  3. Will the required outcomes and benefits be dependent on the creation of many different and related project outputs which must be integrated and implemented successfully?

  4. What information will the log contain, what scoring system will it use, what quality of input is acceptable, who is responsible for inputting information and how often?

  5. What have been the challenges you have faced convincing senior management or boards about the importance of building effective knowledge sharing and learning efforts?

  6. Who are your key supports/decision-makers who have the authority to support the learning package and make the case, if necessary, with senior management colleagues?

  7. Has the program set forth specific goals and objectives for its legal work in major substantive areas, or through its projects, specialty units, or branch offices?

  8. Do the chief project officer and the project architect, general Contractor, and subContractors meet on a weekly basis to consider project progress and obstacles?

  9. Are functions of project management office in organizations have implementation or in sectors with a different name with the Office of Project Management?

  10. What cognitive process models do you build in order to coordinate both human and machine agents effectively to support real-time organizational learning?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Project Management Office book in PDF containing 990 requirements, which criteria correspond to the criteria in...

Your Project Management Office self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Project Management Office Self-Assessment and Scorecard you will develop a clear picture of which Project Management Office areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Project Management Office Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Project Management Office projects with the 62 implementation resources:

  • 62 step-by-step Project Management Office Project Management Form Templates covering over 1500 Project Management Office project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Procurement Audit: Are unsuccessful companies informed why tender failed?

  2. Probability and Impact Assessment: What should be the requirement of organizational restructuring as each subProject Management Office project goes through a different lifecycle phase?

  3. WBS Dictionary: Are all elements of indirect expense identified to overhead cost budgets of Project Management Office projections?

  4. Planning Process Group: To what extent have the target population and participants made the activities own, taking an active role in it?

  5. Cost Management Plan: Are post milestone Project Management Office project reviews (PMPR) conducted with your organization at least once a year?

  6. Quality Audit: How does your organization know that its staff are presenting original work, and properly acknowledging the work of others?

  7. Team Directory: Process decisions: how well was task order work performed?

  8. Project Scope Statement: Any new risks introduced or old risks impacted. Are there issues that could affect the existing requirements for the result, service, or product if the scope changes?

  9. Scope Management Plan: Are software metrics formally captured, analyzed and used as a basis for other Project Management Office project estimates?

  10. Executing Process Group: Will a new application be developed using existing hardware, software, and networks?

Step-by-step and complete Project Management Office Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Project Management Office project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Project Management Office project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Project Management Office project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Project Management Office project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Project Management Office project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Project Management Office project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Project Management Office project with this in-depth Project Management Office Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Project Management Office projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Project Management Office and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Project Management Office investments work better.

This Project Management Office All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.